ESiT Limited

UK & Ireland | Australasia

peoplecontacts

thankQ allows you to manage the entire profile for each contact from one form. Regardless of your relationship with the contact – as a supporter, volunteer or corporate partner, all the information is held in the same place, avoiding duplication of contact details across your organisation.

Information about the contact (communication and donation histories, membership information, mailing preferences) is held on a number of different tabs, access to each of which can be set differently for each user.

thankQ contact (PDF - 104KB)

supporters

Supporter or donor information is embedded within the contact form, giving you exactly the information you need to fully understand your relationship. The data available can be configured to show exactly what information you need to see about your supporters; typically a history of donations and correspondence, donation statistics or gift aid status.

relationships

thankQ uses a graphical interface similar to Windows Explorer to display the Relationship Tree, delivering a quick overview of a contact, listing relationships with other people and additional profile information.

The main advantage of the Relationship Tree is the ability to ‘walk’ through the information. By viewing your contact’s relationships it enables you to discover connections and information you did not know existed; a ‘friend of a friend’ approach to building your relationships.

Additional individuals or organisations can be ‘dragged’ onto the tree to easily add information to the profile of the contact. This association of contacts and information enables the relationship you have individually with a supporter to be shared across your organisation.

volunteers

The thankQ volunteer module integrates with the Contact form and enables you to manage and update details of your volunteers; their specific skills and interests, security check status (for example, Criminal Records Bureau), their qualifications and their availability.

The module also enables you to manage the amount of time that volunteers contribute and the activities undertaken to help your organisation. These details can then be included in management reports.

thankQ volunteer (PDF - 153KB)